Creating a Recurring Shift

In this tutorial you will learn how to set up a Recurring Shift Template in Teamleaf

Shifts

Step 1

Go to Task

To start, go to 'Tasks' on the left sidebar, then select a Task in the task list that you'd like to add a recurring shift to

Step 2

Go to 'Shifts & Work Bank'

Next, in the left sidebar click 'Shifts & Work Bank'

Step 3

Add Recurring Shift

In the 'Recurring Shifts' section of the page, click the 'Add' button

Step 4

Add Template Title

Next, add a Title for your Recurring Shift Template

Step 5

(Optional) Add Template Notes

If you wish, you can provide more information about this template in the Template Notes section

Step 6

Set Recur Interval

Next, select how often you'd like this recurring shift to occur

Step 7

Select Weekday toggle

By default, the 'Weekdays Only' toggle will be disabled, meaning shifts can happen any day of the week. Enable it to allow for weekdays only

Step 8

Select Recur Start and End Date

Next, select when you'd like this recurring shift to start, and when/if you'd like it to end. To make this recurring shift template go on indefinitely, don't add an end date.

Step 9

Select Schedule Buffer

Next, select the schedule buffer for this Recurring Shift. This will determine how many days in advance of a shift that shifts in this schedule will be created.

Step 10

Select Work Type

Next, select the work type for shifts in this recurring shift template

Step 11

Select number of shifts

Next select the number of shifts, which determines how many shifts will be created each day on this recurring shift template. By default, 1 will be created.